Family Business http://wealthmanagement.com/taxonomy/term/23691/more en Enhancing Leadership Through Advisory Boards http://wealthmanagement.com/family-business/enhancing-leadership-through-advisory-boards <div class="field-deck"> An effective tool for strategic planning and corporate governance </div> <div class="node-body article-body">J. Kevin Muldowney discusses how advisory boards can benefit a number of family businesses</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/enhancing-leadership-through-advisory-boards" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/enhancing-leadership-through-advisory-boards#comments Family Business Premium T&E Tue, 24 Jun 2014 14:00:00 +0000 590891 at http://wealthmanagement.com Thinking About a Captive Insurance Company for Your Business? http://wealthmanagement.com/family-business/thinking-about-captive-insurance-company-your-business <div class="field-deck"> What you need to know </div> <div class="node-body article-body">Celia R. Clark discusses the pros and cons of captive insurance companies</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/thinking-about-captive-insurance-company-your-business" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/thinking-about-captive-insurance-company-your-business#comments Family Business Premium T&E Tue, 24 Jun 2014 13:40:00 +0000 590871 at http://wealthmanagement.com Charitable Planning With Closely Held Business Interests http://wealthmanagement.com/family-business/charitable-planning-closely-held-business-interests <div class="field-deck"> Avoid the tax traps that can get in the way of a successful gift </div> <div class="node-body article-body">There lie dragons ahead. How to help clients with family businesses avoid the tax traps that can get in the way of successful charitable gifts.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/charitable-planning-closely-held-business-interests" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/charitable-planning-closely-held-business-interests#comments Family Business Premium T&E Mon, 09 Jun 2014 17:16:00 +0000 564841 at http://wealthmanagement.com My Family Enterprise Day http://wealthmanagement.com/family-business/my-family-enterprise-day <div class="field-deck"> Don’t overlook what’s all around you </div> <div class="node-body article-body">It's easy to miss how pervasive family businesses, and the complexities they entail, affect life in the United States and around the world.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/my-family-enterprise-day" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/my-family-enterprise-day#comments Family Business Public Tue, 27 May 2014 18:36:00 +0000 569141 at http://wealthmanagement.com Scattergories? http://wealthmanagement.com/client-relations/scattergories <div class="field-deck"> Getting on the right track for financial security </div> <div class="node-body article-body">As a long-time proponent of knowing one’s own finances to be able to live a financially secure and purposeful life, I was recently reminded of some of the challenges that arise when one attempts to actually keep track of income and expenses.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/scattergories" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/scattergories#comments Family Business Client Relations Public Mon, 05 May 2014 20:00:00 +0000 552461 at http://wealthmanagement.com Meet our Family Businesses Committee http://wealthmanagement.com/family-business/meet-our-family-businesses-committee <div class="node-body gallery-body">As a peer review journal, Trusts & Estates relies on its editorial advisory board to help screen articles. In addition to authoring pieces, the board provides valuable behind-the-scenes work to make sure that T & E provides you with high quality, timely information. We thought it was time to bring our board members front and center, so you can learn more about them. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/meet-our-family-businesses-committee" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/meet-our-family-businesses-committee#comments Family Business Tue, 22 Apr 2014 16:41:00 +0000 541891 at http://wealthmanagement.com 10 Step Guide to Succession Planning http://wealthmanagement.com/family-business/10-step-guide-succession-planning <div class="node-body gallery-body">Marvin E. Blum and Anna K. Selby suggest 10 steps to follow to ease your clients' family business succession</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/10-step-guide-succession-planning" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/10-step-guide-succession-planning#comments Family Business High Net Worth Thu, 06 Mar 2014 14:44:00 +0000 509351 at http://wealthmanagement.com The Estate Planner’s Role in Succession Planning http://wealthmanagement.com/family-business/estate-planner-s-role-succession-planning <div class="field-deck"> A 10-step guide </div> <div class="node-body article-body">Marvin E. Blum & Anna K. Selby offer some simple steps to guide advisors when performing succession planning</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/estate-planner-s-role-succession-planning" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/estate-planner-s-role-succession-planning#comments Family Business Premium T&E Tue, 04 Mar 2014 14:41:00 +0000 506401 at http://wealthmanagement.com Establishing Virtual Family Offices http://wealthmanagement.com/family-business/establishing-virtual-family-offices <div class="field-deck"> VFO structures can be used to improve legal compliance, tax efficiency and risk management </div> <div class="node-body article-body">Thomas J. Handler explains the many advantages of virtual family offices</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/establishing-virtual-family-offices" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/establishing-virtual-family-offices#comments Family Business Premium T&E Mon, 03 Mar 2014 14:49:00 +0000 506411 at http://wealthmanagement.com Reality Trumps Myth http://wealthmanagement.com/family-business/reality-trumps-myth <div class="field-deck"> The Pritzker family enterprise story </div> <div class="node-body article-body">Patricia M. Angus uses a specific example to demonstrate how even the most established family businesses can experience succession planning difficulties</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/reality-trumps-myth" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/reality-trumps-myth#comments Family Business Premium T&E Mon, 03 Mar 2014 14:32:00 +0000 506371 at http://wealthmanagement.com